If memory serves (I don’t have search capability on this site) many years ago you posted about how investable rare conditions are after blockbuster sales were reported for a drug with a very small indication (I want to say novoseven). So this would represent a 180 on your part. Maybe I’m remembering wrong. Anyway the upside w targeted therapies is the high hit rate in development. Obviously you have to think through the commercial viability ahead of time. At 300k + a course there often is room for profit , but not in the billions like some of the other indications you cite
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